Client Testimonials
Hear from our satisfied clients about their experiences.
“Thanks to Revise, I'm not just planing for the future; I'm excited about it! Their team took the fear out of financial planning with their upbeat approach and clear explanations. A solid gold experience from start to finish.”
Shawn W.
“Revise didn't just meet my expectations-they soared right past them. Their proactive and personalized service put me in a place of financial comfort and confidence.”
Albert R.
“Transferring my retirement planning to Revise was the smartest choice I could've made. Their affordable fee choices not only helped me save money but also performed better than my previous investments. The team's knowledge, integrity, and tailored assistance reassured me about my financial future. I strongly suggest Revise to anyone looking for dependable and honest annuity brokerage services.”
Mark S.
“Revise has truly surpassed my expectations with their annuity expertise. Their knowledgeable team helped me understand the benefits of annuities, including the trade- offs on fees and potential for higher returns compared to my existing investments. Since making the switch, I've been relieved of financial worries and feel confident in my retirement plan. Thank you, Revise!”
Peter L.
“I've been searching for an annuity brokerage that offers no fee options, and Revise delivered. They provided me with transparent and straightforward information, making the decision-making process incredibly easy. Plus, their returns have exceeded my expectations, proving that a no-fee approach doesn't compromise performance. Thank you, Revise, for your outstanding service!”
Johnathan R.
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Insurance products offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761).
Revise Insurance Group LLC is NOT a registered investment adviser and does NOT provide advice regarding the purchase, sale, or holding of securities.
Any mention of “portfolio,” “return,” or “performance” refers solely to insurance products—primarily fixed indexed annuities (FIAs)—and is illustrative only. FIAs are insurance contracts, not bank deposits; they are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—read the policy and riders carefully.
Hypothetical quiz results illustrate how an FIA could have performed versus selected rate-sensitive benchmarks using back-tested index data from 1 January 2014 – 31 December 2023. They are not a guarantee of future performance and assume no withdrawals or rider costs.
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